Wealth Relationship Analyst NE

## Wealth Relationship Analyst NEApply:
Abilene Main:
Posted Yesterday:
JR102913

Address We’re always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you’re challenged, valued and empowered every day. We strive to be the best destination for the industry’s top talent, creating a diverse, collaborative workplace that celebrates innovation and change.

We are one team, working together to get things done.

Job Description:

** OFFICE

LOCATION:

** Abilene, Texas, United States      
** SCOPE/CONTACTS:
** Provide support to senior Trust Officers through assisting with client communications, meeting preparation, coordination of account transactions, client account reviews, preparation of materials for clients and/or other Officers as well as other client related projects as determined necessary.  Contacts include clients, officers, and employees.  Outside contacts include attorneys, accountants, insurance agents, and prospective clients.  
*
* ESSENTIAL FUNCTIONS:

*** Incumbent is responsible for assisting in the client on-boarding process.
* Preparation of materials for client meetings, researching account issues, facilitating client requests, creating, and managing monthly spreadsheets, learning various software systems, assisting with estate administrations and other projects as necessary.
* Actively participate in the sales and service culture, support the values of the organization, and follow established policies and procedures.  
*
* MINIMUM QUALIFICATIONS:

*** Bachelor’s degree desired.  Accounting or Finance degree is preferred.
* A minimum of 6 months experience in related field.
* Self-motivation, confidence, strong inter-personal and communication skills are required.
Accuracy, attention to detail, dedication, and critical thinking/reasoning skills are essential.  The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.